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RBB shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of RBB (UTEN) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 10k 45.41
2024-06-30 $11M 250k 43.45

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Developed Mrkt (ICOW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Internatnal Comp (OSEA)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding RBB

Equitable Holdings
Altfest L J & Co
Financeware
LPL Financial
Signal Advisors Wealth
Foguth Wealth Management
Commonwealth Equity Services
F/M Investments
Empirical Asset Management
AE Wealth Management
Kraft, Davis & Associates
Jane Street
Thoroughbred Financial Services
Valtinson Bruner Financial Planning
Wealthcare Advisory Partners

View all funds holding RBB